Institutions / Vance Wealth, LLC
Vance Wealth, LLC
CIK 1910854 · Institution · as of Dec 31, 2025
Portfolio value
$336.67M
Positions
116
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 116 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $75.45M | 22.4% |
| Dimensional ETF Trust | $37.02M | 11.0% |
| Vanguard Scottsdale Fds | $14.13M | 4.2% |
| PROCTER & GAMBLE Co | $11.92M | 3.5% |
| Apple Inc. | $11.40M | 3.4% |
| Dimensional ETF Trust | $9.76M | 2.9% |
| Dimensional ETF Trust | $9.52M | 2.8% |
| Invesco Exch Traded Fd Tr II | $8.27M | 2.5% |
| Dimensional ETF Trust | $6.79M | 2.0% |
| Invesco Qqq Tr | $6.47M | 1.9% |
| iShares Tr | $6.32M | 1.9% |
| iShares Tr | $5.18M | 1.5% |
| Vanguard Scottsdale Fds | $4.89M | 1.5% |
| iShares Inc | $4.72M | 1.4% |
| Warren E. Buffett | $4.30M | 1.3% |
| Tesla Inc | $4.16M | 1.2% |
| iShares Tr | $4.15M | 1.2% |
| NVIDIA Corp | $4.09M | 1.2% |
| Johnson & Johnson | $4.01M | 1.2% |
| Vanguard Whitehall Fds | $4.01M | 1.2% |
| iShares Tr | $3.76M | 1.1% |
| Dimensional ETF Trust | $3.53M | 1.0% |
| Amazon.com Inc | $3.47M | 1.0% |
| iShares Tr | $3.38M | 1.0% |
| Dimensional ETF Trust | $3.35M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.